SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 12 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,156 | -2.9% | 6,925 | +3.0% | 0.08% | 0.0% |
| Q2 2023 | $462,546 | +4.1% | 6,725 | 0.0% | 0.08% | -2.4% |
| Q1 2023 | $444,388 | +2.1% | 6,725 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $435,242 | +11.9% | 6,725 | 0.0% | 0.08% | +3.7% |
| Q3 2022 | $389,000 | +8.7% | 6,725 | +13.5% | 0.08% | +17.1% |
| Q2 2022 | $358,000 | – | 5,925 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 320,064 | $20,942,000 | 13.06% |
| NorthRock Partners, LLC | 959,498 | $62,780,000 | 5.71% |
| FAS Wealth Partners, Inc. | 635,844 | $41,603,000 | 4.33% |
| Retirement Group, LLC | 134,404 | $8,794,000 | 3.99% |
| Lutz Financial Services LLC | 399,997 | $26,172,000 | 3.87% |
| KWB Wealth | 303,699 | $19,871,000 | 3.80% |
| ERn Financial, LLC | 138,258 | $9,046,000 | 3.50% |
| Total Wealth Planning, LLC | 116,266 | $7,607,000 | 3.23% |
| McAdam, LLC | 343,747 | $22,491,000 | 3.17% |
| Harborview Advisors, LLC | 72,169 | $4,722,000 | 2.85% |